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224 hedge funds and large institutions have $2.5B invested in Yelp in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $38.6M | Put options by funds: $29.6M

14% more capital invested

Capital invested by funds: $2.2B → $2.5B (+$307M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 231224 (-7)

5.22% less ownership

Funds ownership: 91.11%85.89% (-5.2%)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

23% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 87

Holders
224
Holders Change
-7
Holders Change %
-3.03%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
67
Reduced
87
Closed
42
Calls
$38.6M
Puts
$29.6M
Net Calls
+$8.94M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$335M +$14.9M +408,817 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$284M +$19.2M +529,013 +8%
PGP
3
Prescott General Partners
Florida
$201M
Fisher Asset Management
4
Fisher Asset Management
Washington
$147M -$5.69M -156,592 -4%
Boston Partners
5
Boston Partners
Massachusetts
$138M -$14.9M -410,479 -10%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$107M -$22.6M -621,482 -18%
State Street
7
State Street
Massachusetts
$97.2M -$1.96M -53,910 -2%
Invesco
8
Invesco
Georgia
$85.4M +$73.1M +2,009,654 +1,108%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$62.6M +$1.56M +42,778 +3%
Macquarie Group
10
Macquarie Group
Australia
$60.3M -$3.41M -93,823 -6%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$60M -$930K -25,585 -2%
TGM
12
Tenzing Global Management
California
$51.2M +$3.18M +87,500 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$47.8M +$4.06M +111,575 +10%
AQR Capital Management
14
AQR Capital Management
Connecticut
$45M +$582K +16,007 +1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$41.8M -$3.16M -86,875 -8%
Northern Trust
16
Northern Trust
Illinois
$40.8M +$111K +3,052 +0.3%
N
17
Nuveen
North Carolina
$35M +$5.16M +141,923 +19%
JP Morgan Chase
18
JP Morgan Chase
New York
$33.2M +$4.66M +128,099 +18%
Norges Bank
19
Norges Bank
Norway
$30M -$9.2M -253,040 -25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29M -$2.23M -61,437 -8%
Charles Schwab
21
Charles Schwab
California
$24.4M +$1.2M +32,900 +6%
GIG
22
Goodnow Investment Group
Connecticut
$23.3M -$4K -110 -0%
IM
23
Islet Management
New York
$23.3M +$5.32M +146,400 +33%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$22.9M -$13M -356,300 -38%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.7M +$15.7M +431,488 +346%

YELP Hedge Fund Activity: Q1 2021 in Review

224 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q1 2021, worth a combined $2.5B — up 14% from $2.2B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of YELP and 37 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 67 added.

The largest buyer was Invesco, adding an estimated $73.1M. The largest seller was River Road Asset Management, exiting entirely with an estimated $51.3M sold.

  • 224 institutional investors held Yelp (YELP) as of Q1 2021, down from 231 in Q4 2020.
  • Funds reported $2.5B of Yelp stock for Q1 2021, up 14% quarter-over-quarter.
  • 37 funds opened new Yelp positions in Q1 2021 and 42 closed out, a net change of -5 holders.
  • The largest Yelp buyer in Q1 2021 was Invesco, an estimated $73.1M added.
  • The largest Yelp seller in Q1 2021 was River Road Asset Management, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2021.